Simple, Transparent Pricing
Start free, upgrade when you need more. No hidden fees, no surprises.
Free
$0
/forever
- Track up to $100K
- 3 connected accounts
- Basic analytics
- Mobile app access
Most Popular
Premium
$9
/month
- Track unlimited assets
- Unlimited accounts
- Advanced analytics
- Tax optimization
- Robo-advisor
- Priority support
Wealth Manager
$29
/month
- Everything in Premium
- Factor analysis
- Monte Carlo simulations
- API access
- White-glove onboarding
- Dedicated support
Frequently Asked Questions
Can I switch plans anytime?
Yes! Upgrade or downgrade anytime. Changes take effect immediately, and we'll prorate the difference.
Is there a free trial?
Yes! Premium and Wealth Manager plans come with a 14-day free trial. No credit card required to start.
What payment methods do you accept?
We accept all major credit cards, debit cards, and PayPal. Enterprise customers can pay via invoice.
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